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Joshua G

Series 66

Lancaster, OH

Edward Jones

Joshua Gordon is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm offers a broad range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy General estate planning guidance Planning for children with special needs Retired Founder/Business Owner Executive
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